(L-R) Ken Coleman, Clay Robinson, Dave Ramsey. Clay Robinson of Garrett & Robinson Investment Management & Wealth Planning visited with the personalities of The Dave Ramsey Show in July. Clay is a long-time Smartvestor Pro, a program Ramsey and his team launched more than 20 years ago. As a Smartvestor Pro, Clay provides clients with financial planning and investment advice.
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1 As reported by Financial Planning magazine, June 1996-2023 based on total revenue.
2 Cerulli Associates, 2019 U.S. RIA Marketplace Report
3 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
